TCI Wealth Advisors’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

TCI Wealth Advisors’s Portfolio PSCD Stock Details PSCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-105	Closed	-$9.3K	–	1713
2023 Q1	$9.3K	Hold	105	–	–	﹤0.01%	1137
2022 Q4	$8.27K	Hold	105	–	–	﹤0.01%	1207
2022 Q3	$8K	Hold	105	–	–	﹤0.01%	1177
2022 Q2	$8K	Hold	105	–	–	﹤0.01%	1175
2022 Q1	$10K	Hold	105	–	–	﹤0.01%	1112
2021 Q4	$12K	Hold	105	–	–	﹤0.01%	1045
2021 Q3	$11K	Hold	105	–	–	﹤0.01%	1051
2021 Q2	$12K	Hold	105	–	–	﹤0.01%	866
2021 Q1	$12K	Hold	105	–	–	0.01%	766
2020 Q4	$9K	Hold	105	–	–	﹤0.01%	685
2020 Q3	$7K	Hold	105	–	–	﹤0.01%	681
2020 Q2	$6K	Hold	105	–	–	﹤0.01%	698
2020 Q1	$4K	Hold	105	–	–	﹤0.01%	788
2019 Q4	$7K	Hold	105	–	–	﹤0.01%	785
2019 Q3	$6K	Hold	105	–	–	﹤0.01%	768
2019 Q2	$6K	Hold	105	–	–	﹤0.01%	733
2019 Q1	$6K	Hold	105	–	–	﹤0.01%	748
2018 Q4	$6K	Hold	105	–	–	﹤0.01%	736
2018 Q3	$7K	Hold	105	–	–	﹤0.01%	717
2018 Q2	$7K	Buy	+105	New	+$6.65K	﹤0.01%	707

Other funds holding PSCD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCI Wealth Advisors's PSCD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q2 2023, closing a stake of 105 shares — an estimated $9.3K sold.

TCI Wealth Advisors first reported a position in PSCD in Q2 2018 and held it in 20 quarters. The position peaked at $12K in Q4 2021. 22 funds tracked by Wall St. Rank hold PSCD as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 105 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q2 2023, an estimated $9.3K.
TCI Wealth Advisors first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2018 and held it in 20 quarters.
TCI Wealth Advisors's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $12K in Q4 2021.
22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.